NFG

Nations Financial Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 25.8%
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$535K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$615K
3
+$533K
4
NFLX icon
Netflix
NFLX
+$295K
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$291K

Top Sells

1
+$772K
2
+$661K
3
+$465K
4
EA icon
Electronic Arts
EA
+$305K
5
VZ icon
Verizon
VZ
+$218K

Sector Composition

1 Technology 6.87%
2 Financials 6.73%
3 Consumer Staples 4.83%
4 Healthcare 4.04%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.55%
5,797
+115
52
$597K 0.54%
9,706
+6
53
$596K 0.54%
6,892
-277
54
$588K 0.54%
12,496
+37
55
$579K 0.53%
6,346
+335
56
$569K 0.52%
5,293
+211
57
$554K 0.51%
8,212
-1,169
58
$537K 0.49%
7,198
-154
59
$533K 0.49%
+3,954
60
$529K 0.48%
8,928
-399
61
$522K 0.48%
12,376
-356
62
$520K 0.47%
1,586
-31
63
$515K 0.47%
7,186
-1
64
$507K 0.46%
10,604
+9
65
$506K 0.46%
28,500
66
$485K 0.44%
4,655
+104
67
$479K 0.44%
6,200
+16
68
$473K 0.43%
4,435
-150
69
$469K 0.43%
4,114
+36
70
$467K 0.43%
4,649
+469
71
$466K 0.43%
5,362
+6
72
$444K 0.41%
4,032
73
$444K 0.41%
3,432
+8
74
$441K 0.4%
17,323
+521
75
$431K 0.39%
2,677
1 2
3
4 5